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We offer an initial meeting which is not charged for. The purpose of this meeting is to understand the advice needs and to provide a proposal for the advice we can provide as well as a fixed fee to cover the cost of the work.


In most circumstances we believe that a financial plan should provide the foundation for the advice we provide. A financial plan takes account of the individual circumstances of the client including assets, liabilities, income and outgoings and projects forward the year by year cash flows and assets from the current date until age 90.


This can help establish that the plan is viable and identify and prioritise the actions that should be taken to help meet the plan. Other scenarios can be considered.


Any actions as a result of the plan will be implemented. 


Where a financial plan is not appropriate, specific advice will be given.


We believe that ongoing advice is a crucial part of helping realise the goals and objectives. We tailor the ongoing advice to fit the requirements of the client and the complexity of the financial affairs.

108, Long Street

Easingwold, York

YO61 3HX

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